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774 hedge funds and large institutions have $16.5B invested in Fortive in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 261 increasing their positions, 347 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,105% more call options, than puts

Call options by funds: $71M | Put options by funds: $582K

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

14% more capital invested

Capital invested by funds: $14.5B → $16.5B (+$2.06B)

2.1% more ownership

Funds ownership: 123.79%125.89% (+2.1%)

0% more funds holding

Funds holding: 774774 (0)

25% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 347

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
774
Holders Change
Holders Change %
0%
% of All Funds
19.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
64
Increased
261
Reduced
347
Closed
54
Calls
$71M
Puts
$582K
Net Calls
+$70.5M
Net Calls Change
+$42.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
651
Edge Advisors
Georgia
$121K +$14.2K +396 +14%
UFG
652
United Fire Group
Iowa
$120K
QCG
653
Quadrant Capital Group
Ohio
$112K +$395 +11 +0.3%
SBL
654
Sargent Bickham Lagudis
Colorado
$111K -$33.9K -945 -24%
RFS
655
Rockefeller Financial Services
New York
$111K -$7.96K -222 -7%
FMLI
656
Fukoku Mutual Life Insurance
Japan
$108K +$17K +475 +20%
AW
657
Alpha Windward
Massachusetts
$105K
JCM
658
Jacobi Capital Management
Pennsylvania
$104K +$19.9K +555 +25%
SPIA
659
Steward Partners Investment Advisory
New York
$102K +$40.4K +1,126 +72%
Carson Wealth (CWM LLC)
660
Carson Wealth (CWM LLC)
Nebraska
$101K -$3.8K -106 -4%
CAG
661
Crestwood Advisors Group
Massachusetts
$93K +$85.3K +2,379 New
WOC
662
West Oak Capital
California
$91.4K -$136K -3,799 -61%
PWM
663
Perigon Wealth Management
California
$90K -$7.89K -220 -8%
MCM
664
Manchester Capital Management
Vermont
$87K
MFBTD
665
MB Financial Bank - Trust Department
Illinois
$83K
SWA
666
Sutton Wealth Advisors
Florida
$82.4K
CPIG
667
Chicago Partners Investment Group
Illinois
$81K +$75K +2,091 +5,808%
MRCM
668
M&R Capital Management
New Jersey
$76K
GLI
669
Guardian Life Insurance
New York
$70K +$430 +12 +0.7%
MSFP
670
Mark Sheptoff Financial Planning
Connecticut
$62K -$11.3K -315 -16%
FFC
671
First Financial Corp
Indiana
$61K -$25K -696 -30%
PG
672
Patten Group
Tennessee
$61K
GWM
673
Geneos Wealth Management
Colorado
$61K +$2.87K +80 +5%
PHK
674
Point72 Hong Kong
Hong Kong
$60K +$11K +306 +24%
PK
675
Pflug Koory
Nebraska
$54K -$2.83K -79 -5%

FTV Hedge Fund Activity: Q1 2017 in Review

774 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fortive (FTV) for Q1 2017, worth a combined $16.5B — up 14% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FTV positions and 54 closed out — a net gain of 10 holders — while 261 added to existing stakes and 347 trimmed.

The largest buyer was BlackRock, adding an estimated $905M. The largest seller was T. Rowe Price Associates, cutting an estimated $359M.

  • 774 institutional investors held Fortive (FTV) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $16.5B of Fortive stock for Q1 2017, up 14% quarter-over-quarter.
  • 64 funds opened new Fortive positions in Q1 2017 and 54 closed out, a net change of +10 holders.
  • The largest Fortive buyer in Q1 2017 was BlackRock, an estimated $905M added.
  • The largest Fortive seller in Q1 2017 was T. Rowe Price Associates, an estimated $359M sold.

Based on aggregated 13F filings for Q1 2017.